General Discussion Topics, page-126703

It was a pretty boring day on here yesterday. One of the quietest days in the nearly 2 years i have been on the SYA train.

If you have seen the recent article about GS' Lithium price predictions, you will notice the $800USD/t that was originally predicted for 2024, back last year is now $1250USD/t,
and the have stuck to their $800USD/t for 2025.
If that eventuates, that would see PLL needing to deliver 76,000t of Spod at pretty much a loss, unless NAL increases that grade.

But what i also find interesting is that if you look at the price forecasts below, they have a very similar percentage increase in 2026 for the 3 popular Lithium products. Spod, Carbonate and Hydroxide. Now we all know that one of those comes significantly before the other 2. So having a similar diffence in pricing for the 3 seems a little under-researched.
I'm not 100% sure that we will see $800USD/t.
The numbers and apparent quality out of China are most likely to be making predictions a bit smoky (GS has already upped the 2024 prediction by $450USD/t) and we all know how hard it is to get good data out of there.

I believe we will see the spod price eeking up before 2025. IMHO of course.
.
.